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FT Vest US Equity Moderate Buffer ETF January

103 hedge funds and large institutions have $239M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
41
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$39.8M +$30.6M +812,854 +335%
RFG
2
REAP Financial Group
Texas
$26.3M -$2.94M -77,954 -10%
AA
3
Armis Advisers
Georgia
$23.9M -$3.81M -101,010 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.6M +$11.8M +313,484 +248%
RFG
5
Range Financial Group
Oregon
$13.6M +$13.6M +360,398 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.47M +$2.15M +56,978 +34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.03M +$2.51M +66,545 +55%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.52M +$1.46M +38,722 +36%
SW
9
Schulz Wealth
Texas
$4.93M +$1.02M +27,018 +26%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.6M +$2.91M +77,302 +173%
SWP
11
Sagespring Wealth Partners
Tennessee
$4.48M +$4.48M +118,878 New
GF
12
Gries Financial
Ohio
$4.37M -$217K -5,770 -5%
Truist Financial
13
Truist Financial
North Carolina
$4.21M +$3.36M +89,255 +398%
SPC
14
Sigma Planning Corp
Michigan
$4.17M +$4.17M +110,744 New
CFS
15
Commonwealth Financial Services
West Virginia
$4.16M -$746K -19,794 -15%
SWA
16
Stratos Wealth Advisors
Ohio
$4.08M +$4.08M +108,358 New
ACM
17
Anfield Capital Management
California
$3.82M +$3.82M +101,341 New
SC
18
Schubert & Co
Texas
$3.65M +$3.65M +96,890 New
LPL Financial
19
LPL Financial
California
$3.27M +$659K +17,482 +25%
WTFG
20
Wood Tarver Financial Group
Idaho
$3.14M +$2.08M +55,340 +198%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.72M +$1.67M +44,271 +158%
KAS
22
Kestra Advisory Services
Texas
$2.62M +$714K +18,952 +37%
MCM
23
MAI Capital Management
Ohio
$2.54M +$2.3M +61,166 +964%
TLA
24
Tanglewood Legacy Advisors
Texas
$2.45M +$1M +26,588 +69%
LA
25
LM Advisors
California
$2.33M -$51.2K -1,360 -2%